Community Involvement

Financial Planning for Millennials

For summer 2020, Capital River Wealth Management published a series of financial planning content specifically for our millennial clientele. Millennials have inherited a unique financial landscape and have special planning needs and concerns. We have compiled some articles and resources specifically for this group.

Guides & resources:

Debt Management Worksheet
Creating a Monthly Budget

Articles:


Capital River Wealth Management Sponsors Insul-Tech's "Tee'd Up for a Cure" Cancer Fundraising Golf Outing

golf outing

Capital River Wealth Management has been the "Happy Hour" sponsor for the Tee'd Up for a Cure fundraiser since 2016. This annual event, held at Holly Hills County Club in Frederick County each summer, seeks to raise money for cancer research and funds the American Cancer Society's Relay for Life. Since the event's inception in 2016, organizers have raised over $195,000 to support cancer research. 


Dan Schiffman Presents the Frederick Memorial Hospital 2019 Good Samaritan of the Year Award

Dan Schiffman had the distinct honor to present award recipeients Phil Berkheimer and Ray Ramsburg were with Frederick Memorial Hospital’s 2019 Good Samaritans of the Year Award at a recognition event on May 16, 2019. This year’s annual reception also commemorated the 30th anniversary of the hospital’s volunteer fundraising arm, the FMH Development Council.

For more information on the recipients of this honor, read the full news article here. Dan has previously had the honor of presenting this award in 2016, 2017 and 2018 (photos below).

Event photo

Pictured left to right: 2019 Good Samaritan of the Year Award Recipient Phil Berkheimer, Marj Berkheimer, Holly Ramsburg, 2019 Good Samaritan of the Year Award Recipient Ray Ramsburg, and Frederick Regional Health System President & CEO Tom Kleinhanzl.

Dan presenting the FMH Good Samaritan Award 2016, 2017 and 2018

Good Samaritian Event
Good Samaritian Event
Good Samaritian Event

 


Northwestern Mutual Mid-Atlantic Hosts Industry Expert Investment Managers

Joelson Schutte

On October 8th, 2019 at the Sagamore Pendry, 170 financial advisors, Northwestern Mutual clients, and special guests gathered to hear from industry experts, Ron Joelson and Brent Schutte. Joelson and Schutte manage over $350 Billion in assets. On Tuesday they discussed their take on the economy and their strategy and investment philosophy that drives the growth behind Northwestern Mutual’s portfolio. During 45 minutes of Q&A, guests were given the opportunity to engage both Joelson and Schutte on complex topics leading to great discussion and valuable industry insights. 


Dan Schiffman recieves Community Service Award from the Northwestern Mutual Foundation

Award photo

In 2010, Advocates for Homeless Families, Inc. received a $10,000 grant from the Northwestern Mutual Foundation in recognition of financial representative Dan Schiffman’s outstanding volunteer involvement as part of the company’s 16th annual national Community Service Award program. Schiffman is one of 25 financial representatives who was recognized as a top volunteer in 2010. Through the annual program funded by the Northwestern Mutual Foundation, more than $275,000 was donated to various nonprofit organizations nationwide.


In addition to volunteering his time for the aforementioned causes, Dan Schiffman has a deep passion for his community and is involved with several local organizations:

Daniel J Schiffman, CFP®, CLU®, CLTC®
Wealth Management Advisor


Capital River Wealth Management

  • Office 301-698-8955
  • Mobile 301-524-0210
  • Fax 301-698-8772

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck